Professional Documents
Culture Documents
WORK EXPERIENCE
U.S. Bank Ascent Private Capital Management San Francisco, CA
Summer Analyst National Research Team June 2017 Present
Built cash flow models and conducted industry analysis as part of the due diligence process for private capital
investments and submitted investment research to the Ascent National Investment Committee
Presented research reports for a $55 million growth private equity fund investment, a permanent platform addition of
an education technology venture capital fund, and a direct investment in an affordable housing real estate firm
Collaborated with the Chief Investment Officer to write a white paper and present a new theme for the Ascent
Thematic Portfolio termed the Transformation of Education to the U.S. Bank Thematic Investing committee
LEADERSHIP EXPERIENCE
University of Oregon Investment Group Eugene, OR
Director of Operations May 2017 Present
Led weekly group meetings to facilitate the discussion and voting on the investment allocation of three portfolios
totaling $1.4 million, comprised of the UO endowment and alumni donation
Developed and implemented new recruitment initiatives and conducted behavioral and technical interviews
Trained and mentored new analysts in discounted cash flows and relative analysis valuation methods
INTERESTS
Viticulture, golf, jazz trombone